Industry map
AI Infrastructure Stack MapA plain-English view of the companies and categories that sit beneath modern AI data center deployment.
AI AcceleratorsAI NetworkingOptical InterconnectPower
Industry maps
AI Infrastructure Industry Maps
Layered maps for the companies building optical interconnects, AI networking, power, cooling, manufacturing, testing, and deployment infrastructure.
Industry map
Optical Interconnect Company MapA map of optical components, modules, lasers, CPO, silicon photonics, and manufacturing roles in the AI data center connectivity stack.
LasersOptical componentsOptical modulesCPO / silicon photonics
Industry map
AI Networking Company MapA map of switching silicon, custom ASICs, Ethernet systems, retimers, connectivity chips, and cables inside the AI networking fabric.
Switching siliconCustom ASICsEthernet networkingRetimers and connectivity chips
Industry map
AI Data Center Power & Cooling MapA map of power distribution, backup power, thermal management, liquid cooling, and electrical infrastructure companies.
Power distributionBackup powerThermal managementLiquid cooling
Industry map
NVIDIA AI Infrastructure Ecosystem MapA neutral ecosystem map for companies commonly discussed in relation to AI infrastructure buildouts around accelerator clusters.
AI networking fabricOptical and electrical interconnectServers and rack integrationPower and cooling